Getting Started with Smith Anglin is Easy.

Choosing a financial advisor is highly personal. We know you have questions. And we know you want to do your due diligence. That’s why we offer multiple ways for you to get to know us — at no risk to you.

Schedule a Personal Consultation

At our first meeting, we’ll answer any questions you may have about our firm. We’ll discuss your financial goals and any concerns you may have regarding your employer plan and benefits. We’ll talk about our expectations for a productive relationship and determine if there is a good mutual fit.

Request and complete our simple, one-page Fact Finder. We’ll review your information and send your personalized Retirement Snapshot ReportSM at no charge to you. In your Retirement SnapshotSM, you’ll see a birds-eye view of your total net worth, and our analysis of your income streams, expenses and taxes. You’ll learn if your money can fund your goals and stretch to retirement and beyond.

Sign Up for Our “14 Days to a Secure Retirement” Email Course

Sign up to receive our popular email series covering the most pressing retirement issues faced by our clients and their families. We’ll send you one email per day for 14 days. In two weeks, you’ll feel much more confident about the following topics:

Do I have enough money to retire?

How much money can I take out of my investments each year?

How do I choose a financial advisor?

How do I roll over my retirement account?

What investments are best for retirees?

How to avoid the 9 worst mistakes investors make with their retirement money.

Contact Us

About Smith Anglin Financial

Smith Anglin Financial, LLC is a leading financial advisory firm based in Dallas, Texas, and the parent company of Smith Anglin Wealth Management Group and Smith Anglin Aviation Financial Group. The firm's mission is to conscientiously secure the financial well-being of its clients over the course of their lives.
Smith Anglin Aviation Financial Group is a leader in retirement readiness for the airline industry and serves the needs of pilots, airline professionals and their families. Smith Anglin Wealth Management Group works with business owners, corporate executives, active professionals, retirees, and affluent individuals and families.